Onboarding Day-by-Day
Granular timeline. Day 0 through day 60.
The implementation guide gave you the four phases. This page shows the day-by-day inside those phases. What happens on day 1, day 3, day 7, day 14, day 30, day 60. Who does what. What's done by end of day.
Day-by-day plan
9 milestones across the 65-day window
- Day −5
Pre-kickoff
Customer actions
- Receive welcome email with kickoff agenda + pre-kickoff checklist
- IT provisions OmniTakeoff in SSO directory (if Enterprise)
- Designated estimator-lead reviews the kickoff agenda
OmniTakeoff actions
- CSM scheduled the kickoff call
- Backend tenant provisioned (auto)
- Welcome email sent with credentials + Slack invite
Done by end of Day −5
- Tenant exists
- Kickoff call calendared
- Customer Slack channel live
- Day 0
Kickoff
Customer actions
- Estimator-lead + 1 backup user attend the 90-min kickoff Zoom
- Designate the trial project (recently-bid + recently-won is ideal)
- Surface 5–10 historical bid PDFs to the CSM-shared Drive folder
OmniTakeoff actions
- CSM walks platform live for 60 min
- Onboarding engineer ingests the historical bid PDFs
- Recognizer training kicks off in background (4–8 hr batch)
Done by end of Day 0
- Customer team has hands-on tenant access
- Initial recognizer training job in progress
- Trial project file imported
- Day 1
First touches
Customer actions
- Estimator-lead runs first AI takeoff against the trial project
- Reviews the takeoff output for ~30 min, gets a feel for confidence-gating
OmniTakeoff actions
- CSM is on Slack live for ad-hoc questions
- Onboarding engineer reviews recognizer-batch output for any anomalies
Done by end of Day 1
- First AI takeoff exists for review
- Confidence-floor configured to customer's preference (default 0.6)
- Day 3
Symbol library kick-up
Customer actions
- Estimator-lead annotates ~50 reference symbols (typically 90 min)
- Reviews + corrects ~100 detections in the review queue
OmniTakeoff actions
- Onboarding engineer pairs on annotation cadence (45 min Zoom)
- Run second recognizer training job overnight
Done by end of Day 3
- ~100 confirmed annotations in the symbol library
- Recognizer accuracy improved meaningfully on test set (specifics shared under NDA)
- Day 7
First check-in
Customer actions
- Estimator-lead + onboarding engineer review accuracy curve together (45 min)
- Identify any custom symbol categories needing manual seeding
- Plan the first production bid
OmniTakeoff actions
- CSM joins for the check-in
- Onboarding engineer creates symbol-category seeds for any gaps identified
Done by end of Day 7
- Recognizer trained on customer's primary trade-context (specific accuracy targets shared under NDA on reference calls)
- First production bid scheduled
- Day 14
First production bid
Customer actions
- Run AI takeoff on the live bid
- Run a parallel manual takeoff for safety net (we recommend this)
- Review confidence-gated queue, generate proposal narrative + PDF, submit
OmniTakeoff actions
- CSM on-call (Slack channel + Zoom backup)
- Onboarding engineer reviews final estimate before submission
Done by end of Day 14
- First production bid submitted with defensible evidence trail
- Customer + OmniTakeoff aligned on what worked + what didn't
- Day 21
Second production bid + roll-out
Customer actions
- Run AI takeoff on the second bid (manual safety net optional now)
- Begin onboarding the rest of the estimating team
OmniTakeoff actions
- CSM check-in (30 min)
- Onboarding engineer runs custom recognizer-tuning job for any persistent gaps
Done by end of Day 21
- Second production bid submitted
- Additional estimators trained (typical: 2 days each)
- Day 30
30-day retro
Customer actions
- Estimator-lead, backup user, and senior buyer attend 60-min retro
- Surface what worked, what didn't, what we'd change
OmniTakeoff actions
- CSM facilitates the retro
- Head of Customer Success joins for any escalation paths needed
- Action items captured + assigned
Done by end of Day 30
- Mutual understanding of pilot status against committed metrics
- 30-day retro doc saved + shared
- Next-30-day plan agreed
- Day 60
Day-60 review
Customer actions
- Estimator team + senior buyer attend 60-min review meeting
- Walk through pilot-metric evaluation against committed targets
- Decide: convert to annual contract / extend / decline + refund
OmniTakeoff actions
- CSM presents the structured pilot-metric evaluation
- Founder/CEO joins for any conversion-decision conversation
- Refund processed within 5 business days if applicable
Done by end of Day 60
- Day-60 review complete with documented outcome
- Either: contract signed for next 12 months, or refund + amicable parting
Reality check
Real timelines drift. We tell you when.
No customer hits this plan exactly. The biggest predictable drift: the symbol-library curve takes longer for shops with highly-customized engineering symbols. We surface the drift in the weekly check-in instead of letting it accumulate.